Due date task
Prerequisites
• Access to the My tasks menu;
• Past due record.
Introduction
Certain records remain current, that is, valid, for a specific period.
According to the validity configurations, which are usually associated with the type, due date tasks are generated to allow managing the validity deadline of those records more effectively.
Due date tasks are executed through the Task menu.
This article will use the requirement due date task as an example, but the execution process is the same regardless of the expired record.
Executing a due date task
Task details
| Who receives it | Users who have the Edit or Revise controls enabled in the security list of the pending record. |
| When | Once the default time defined in the validity configuration associated with the pending record type expires. |
| Where | My tasks menu. |
| Purpose | To allow the responsible parties to revise or revalidate the pending record. |
• This task can also be executed through the button available in the notification e-mail related to it.
• For further details on the revalidation process, refer to the What is a revalidation? article.
• For further details on the revision configuration and execution, refer to the What is a revision? article.
• To delete records, it is necessary to have the Delete control enabled in the requirement security.
For further details on the execution of the due date task, watch the video below:
Conclusion
Once tasks are executed, the records will no longer be displayed in the listing of the Task menu.